Terms and Conditions

To complete your login to CLIEDIS, please agree to the Terms and Conditions below.

Don't have a CLIEDIS member ID yet? Register Now
Back to all news and events

CLIEDIS' 2025 Seminar: Mission Possible

Event Information

Date: April 2, 2025 8:00 am - 5:00 pm ET
For: Members and Guests
Price: $231.65/members, $432.75/guests
Location: One King West Hotel, Grand Banking Ballroom, Toronto ON

Overview

We are excited to announce our 2025 Annual Seminar, Mission Possible.  This year’s seminar is shaping up to be an exciting and informative event that you will not want to miss, so be sure to register and save your spot as it is filling up quickly.

 

Come listen to our outstanding keynotes and hear from our first-ever advisor panel that will focus on how data has successfully been used to manage their businesses and the challenges they face now.

 

Facing Our Futures with Keynote Nikolas Badminton

 

Shift your mindset from “what is” to “what if” with world-renowned futurist speaker Nikolas Badminton. He has spent the past 30 years working with some of the world’s most impactful companies, helping them to enhance their strategic foresight capabilities, identify trends re-shaping their industry, and anticipate unforeseen risks and opportunities. His energetic and inspiring presentations empower audiences to embrace futures thinking and create bold visions that deliver increased revenues and explosive growth. 

.

Redefining What’s Next: Longevity and the Future of Retirement with Keynote Simon Chan

 

Retirement was built for a shorter life, but today’s 100-year lifespan demands a new approach. This keynote challenges financial leaders to rethink outdated models and embrace longevity as a driver of innovation. Drawing on insights from the Stanford Center on Longevity, industry trends, and real-world examples, it explores how shifting demographics are reshaping work, wealth, and well-being. Attendees will gain a fresh perspective on redefining retirement, future-proofing workforce strategies, and seizing opportunities in the longevity economy. The future is being rewritten—will you adapt or be left behind?

 

Advisor Panel

Hear directly from Brian Laundry, Insurance Expert & Mentor, Jeff Wilson, Principal @Sabre Strategic Partners, Tara Downey, Principal @Trū Insurance & Investments and Suzanne Schulz, VP & Estate Planning Specialist @ RBC Wealth Management, on how data has successfully been used to manage their businesses and the challenges they are currently faced with.

 

 

A block of rooms has been reserved at One King West for this event at a rate of $309 plus taxes per night and is offered based upon availability between the dates of March 30, 2025 and April 4, 2025.  You must call the hotel directly at 1-866-470-5464 or 1-416-548-8100 and request the In-house reservations department.  Be sure to reference CLIEDIS as the event to receive the discounted rates.


Members, Login to Attend
Non Members, Attend as a Guest (Step 1 of 3)
Non Members, Attend as a Guest (Step 2 of 3)
Registration Fee: $232433 CAD
Registration Fee: $232433 CAD

Pay By Credit Card

Registration Fee: $232433 CAD

Send Me An Invoice

If you have been given a promo code, please apply it below.
The CVV security code is a number that provides extra security to credit card holders.

Here's where you can find the CVV on different credit card types:
CVV

THANK YOU FOR REGISTERING FOR THIS EVENT.

AN EMAIL WITH INFORMATION ABOUT THE EVENT WILL BE SENT TO YOU SHORTLY.

THANK YOU FOR REGISTERING FOR THIS EVENT.

AN EMAIL WITH INFORMATION ABOUT THE EVENT WILL BE SENT TO YOU SHORTLY.

A RECEIPT FOR YOUR PAYMENT WILL BE SENT TO YOU SEPARATELY.

THANK YOU FOR REGISTERING FOR THIS EVENT.

AN EMAIL WITH INFORMATION ABOUT THE EVENT WILL BE SENT TO YOU SHORTLY.

AN INVOICE WILL BE SENT TO YOU SEPARATELY.

Materials

This file is only accessible to members Register

Agenda

08:00 BREAKFAST & VENDOR SHOWCASE

 

09:00 “YOUR MISSION SHOULD YOU CHOOSE TO ACCEPT IT”

 

09:10 KEYNOTE NIKOLAS BADMINTON: FACING OUR FUTURES

 

10:10   BREAK & VENDOR SHOWCASE

 

10:30 REGULATORY LANDSCAPE

 

11:00 GETTING CLUED IN

 

11:10 INDUSTRY TECH PANEL

 

12:00   LUNCH & VENDOR SHOWCASE

 

13:00 KEYNOTE SIMON CHAN: REDEFINING WHAT’S NEXT: LONGEVITY & THE FUTURE OF RETIREMENT

 

14:00   BREAK & VENDOR SHOWCASE

 

14:20 ADVISOR PANEL

 

15:20 MISSION POSSIBLE

 

15:50 GETTING CLUED IN

 

16:00 CLOSING REMARKS & COCKTAIL HOUR

Sessions

Breakfast & Vendor Showcase

Please join the CLIEDIS board of directors for breakfast and visit our Vendor Showcase to see how industry vendors are supporting data exchange.

 

“Your Mission Should You Choose to Accept It”

Emcee Mike Quackenbush, CLIEDIS Executive Director Darlys Corbitt & CLIEDIS Implementation Services Specialist Tana Sabatino will kick off the day.

 

Keynote: Facing Our Futures

Shift your mindset from “what is” to “what if” with world-renowned futurist speaker Nikolas Badminton. He has spent the past 30 years working with some of the world’s most impactful companies, helping them to enhance their strategic foresight capabilities, identify trends re-shaping their industry, and anticipate unforeseen risks and opportunities. His energetic and inspiring presentations empower audiences to embrace futures thinking and create bold visions that deliver increased revenues and explosive growth. 

 

Speaker: Nikolas Badminton is a world-renowned futurist speaker and Chief Futurist @futurist.com

 

Regulatory Landscape

At this session, Dennis Craig will discuss changes to our regulatory landscape and the impact of those on how we do business.

 

Speaker: Dennis Craig, VP Brokerage Distribution – MGA & NA @RBC Life Insurance

.

Getting Clued In

These short 10 minute segments are threaded throughout the day and cover a variety of topics. This is your opportunity to hear directly from CLIEDIS board members.  You won’t want to miss these.

 

Industry Tech Panel

Hear from industry experts on current technology issues and trends.

.

Panelists:
Jamie Rodgers @Gartner
Byren Innes @Jennings Consulting Ltd
Rob Meikle @Info-Tech Research Group
Moderator: Ray Adamson @Adamson Advisory Group Ltd.

 

Keynote: Redefining What’s Next: Longevity & the Future of Retirement

Retirement was built for a shorter life, but today’s 100-year lifespan demands a new approach. This keynote challenges financial leaders to rethink outdated models and embrace longevity as a driver of innovation. Drawing on insights from the Stanford Center on Longevity, industry trends, and real-world examples, it explores how shifting demographics are reshaping work, wealth, and well-being. Attendees will gain a fresh perspective on redefining retirement, future-proofing workforce strategies, and seizing opportunities in the longevity economy. The future is being rewritten—will you adapt or be left behind?

 

Speaker: Simon Chan is a global thought leader in the longevity movement @Adapt with Intent Inc.

Advisor Panel

Hear directly from advisors on how data has successfully been used to manage their businesses and the challenges they are currently faced with.

 

Panelists: 

Brian Laundry, Insurance Expert & Mentor

Jeff Wilson, Principal @Sabre Strategic Partners

Tara Downey, Principal @Trū Insurance & Investments Solutions

Suzanne Schultz, Vice President and Estate Planning Specialist @ RBC Wealth Management

 

Moderator: Michelle Nelles @Sun Life Insurance & CLIEDIS Board Member

 

Mission Possible

CLIEDIS’ leadership team will share their roadmap, discuss next steps, share examples of how future APIs will be implemented from a process perspective, talk candidly about CLIEDIS’ successes and the challenges they are facing now and in the future.

 

Getting Clued In

These short 10 minute segments are threaded throughout the day and cover a variety of topics. This is your opportunity to hear directly from CLIEDIS board members.  You won’t want to miss these.

 

Meet Your Business Partners over cocktails

Join the CLIEDIS Board and fellow members over a cocktail to network and ask questions you didn’t get to ask during the day.

Vendor Showcase

We invite you to visit our Vendor Showcase.  Our vendors are looking forward to showcasing their products and offerings.  Our goal is for attendees to see the technology that is available in the marketplace and how data is being utilized in practice.